Smart Filters are designed to be used by multiple users, rather than each user having to create a filter individually. They must be created in the Configurator by a System Administrator user. You must select which users will have this filter available in this table when they access it. If no user is assigned, the filter is available to everyone.

To create a smart filter, follow the steps below:

1. Access Configurator > Database > Dictionary > Databases

2. Select a table for the Smart Filter and click Edit.

3. Expand the table (+) and click Filter(s)

4. Click Include in the top bar.

5. On the Filter Manager screen, click Create Filter to create a new filter.

6. Enter a Filter Name, select the Filter Type (Default, Expression, or Function), select the Field, Operator, and Expression that will be part of the Filter and click Add.

7. Set up the Filter as needed, then click Save.

8. On the filter selection screen, mark the created filter and click Apply Selected Filters.

9. After you have created the filter, if you want to make it available to everyone, just click Confirm (skip this step). If you want to assign specific users, select which users will have this filter in this table. Click Users.

10. Select the users for this filter and click Add.

11. When you are done, click Save then Confirm.

12. You will need to update the Database for it to take effect. This process must be done exclusively, that is, no user can be using the table where the filter was created. Click Update Database.

13. Click Next, the information will be processed, then click Finish.

14. Access the routine that uses the table of the created filter with one of the users that was linked to this filter.

15. Click Filter, and the filter created will be displayed in the list, and can be applied in browse.

To edit a smart filter, follow the steps below:
1. Access Configurator > Database > Dictionary > Databases

2. Select a table for the Smart Filter you want to edit and click Edit.

3. Expand the table (+) and click Filter(s).

4. Select the filter in the top bar and click Edit.

5. Select the filter in the list and click Edit.

6. After you edit the filter, click Save and then click Apply Selected Filters.

7. You will need to update the Database for it to take effect. This process must be done exclusively, that is, no user can be using the table where the filter was created. Click Update Database.

8. Click Next, the information will be processed, then click Finish.

To delete a smart filter, follow the steps below:
1. Access Configurator > Database > Dictionary > Databases

2. Select a table for the Smart Filter you want to delete and click Edit.

3. Expand the table (+) and click Filter(s).

4. Click in the filter and then Delete.

5. Click Apply Selected Filters.

6. Click Confirm.

7. You will need to update the Database for it to take effect. This process must be done exclusively, that is, no user can be using the table where the filter was created. Click Update Database.

8. Click Next, the information will be processed, then click Finish.